Peter Miller is a registered investment advisor, based in Lake Oswego, OR, with 32 years of industry experience.
Location
5000 Meadows Road, Suite 399, Lake Oswego, OR, 97035
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter sells fixed insurance as an agent from the branch location. He is also a co-owner of Oswego Financial Group LLC, an entity created for securities business.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
July 2023 - Present · 3 yrs
Steward Partners Investment Solutions, LLCBroker
July 2023 - Present · 3 yrs
Previous Registrations
Commonwealth Financial Network
May 2008 - July 2023 · 15 yrs 2 mos
Commonwealth Financial NetworkBroker
May 2008 - July 2023 · 15 yrs 2 mos
Citigroup Global Markets INC.
April 2003 - June 2008 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1995 - June 2008 · 12 yrs 11 mos
Painewebber IncorporatedBroker
October 1993 - August 1995 · 1 yr 10 mos
State Registrations21 states
AKAZCACOFLHIIAIDNMNVNYOHORPATNTXUTVAWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.